Access to a Large Body of Independent Research 

As a Cetera advisor, we have access to outstanding resources. These include thought leadership on the latest detailed market information and investment perspectives, asset allocation strategies, and investment ideas and recommendations. Cetera is dedicated to producing unbiased research. With access to a large-scale, regimented body of independent research, we are given invaluable tools to help identify the best means for you to reach your financial goals.  

Cetera's Team 

Cetera Research is offered through Cetera Investment Management, a Registered Investment Advisor.

This team is comprised of industry experts, with years of experience, many of whom hold advanced degrees ( e.g., MBA, Chartered Financial Analysts (CFA) designation). They specialize in providing research and investment analysis for equities, fixed income, and alternative investments, analyzing the nuances of various fund classes, and provide Cetera advisors with additional insights through the Monthly Market Monitor and Quarterly Recap Reports, and many market updates which are made available our clients (see below). 

The Research Team also manages the strategic and tactical positioning of Cetera’s asset allocation. 

They are frequently sought out as media experts whose insights and commentaries have appeared in the Wall Street Journal and on CNBC, Fox News, Marketwatch, and others.

Meet The Team

Helping Our Clients to Better Understand the Financial Markets

Market Commentary: Vantage Point Market Recaps

Among the resources Cetera's Research Team provides are in-depth recaps of market drivers and investment opportunities from the previous week, month, and quarter. These help frame market performance, major events, actions and news. 

In-Depth Analysis: Sightline Commentaries

We live in an unpredictable and complicated world. As the boundaries between governments and markets change, investment relationships evolve and propel the global economy into uncharted waters. Sightline is a specialized series of white papers designed to provide comprehensive analysis and detailed recommendations around timely and complex financial, economic or investment-related themes. It is designed to dive deeper into these forces of change and offer a thorough analysis and recommendation for both us and our clients.